See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,580 | $127,777+78.9% | $106,548+114.5% | $167,490+36.5% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 11.65% | 33.87%-22.2pp | 26.80%-15.2pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,131 | $3,427-37.8% | $2,819-24.4% | $4,837-55.9% |
| Participant deferral / active EE | $3,704 | $5,087-27.2% | $4,398-15.8% | $6,341-41.6% |
| Admin fee / account holder | $64,948 | $11,228+478.5% | $7,407+776.8% | $12,309+427.6% |